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This topic lists resources to help you use Power BI with Dynamics 365 for Operations.

Power BI content for Dynamics 365 for Operations

Feature area Power BI content Where to find the Power BI content Learn more
Financial management Financial performance Microsoft Dynamics Lifecycle Services (LCS) (This version of the content pack supports Dynamics 365 for Operations version 1611.)

PowerBI.com (This version of the content pack supports Microsoft Dynamics AX 7.0 and 7.0.1.)

Financial Performance content pack for Power BI
Credit and collections management LCS
Human capital management Recruiting reports LCS Recruiting content pack for Power BI
Employee competencies and development reports LCS Employee Competencies and Development content pack for Power BI
Organizational training reports LCS Organizational Training content pack for Power BI
Workforce metrics LCS Workforce Metrics content pack for Power BI
Compensation and benefits reports LCS Compensation and Benefits content pack for Power BI
Project management and accounting Practice manager LCS
Retail and commerce Retail channel performance PowerBI.com Retail Channel Performance content pack for Power BI
Supply chain management Cost management PowerBI.com  Cost management Power BI content
Sales and profitability performance LCS Sales and profitability performance content pack for Power BI
Purchase spend analysis LCS Purchase spend analysis content pack for Power BI
Cost accounting analysis LCS Cost accounting analysis Power BI content
Warehouse performance LCS Warehouse performance Power BI content
Production performance LCS

Access Power BI content from LCS

For information about how to download Power BI content and connect it to your organization’s data, see Power BI content in LCS from Microsoft and your partners.

Access Power BI content from PowerBI.com

  1. Sign in to PowerBI.com.
  2. Click Get Data.
  3. In the Services box, click Get.
  4. Select the content pack that you want, and then click Get.
  5. Enter the URL of your Dynamics 365 for Operations environment. The URL must be in the format https://<YourAOSTenant>.cloudax.dynamics.com. Click Next.
  6. Select oAuth2 as the authentication method, and then click Sign in.
  7. When you’re prompted, enter a Microsoft Office 365 account that has permission to access your Dynamics 365 for Operations environment.
  8. After you’ve signed in, the import process begins automatically. When the import is completed, the reports that are included in the content pack appear in the navigation pane. Select a report to view your imported data.

Learn more about the Power BI integration

Additional resources

  • Additional help is available as task guides inside Dynamics 365 for Operations. To access task guides, click the Help button on any page.
  • For information about Dynamics 365 for Operations training, see Microsoft eLearning (a CustomerSource account is required).
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